Director, Australian Wealth Distribution

at  Barings

Melbourne, Victoria, Australia -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate25 Apr, 2025Not Specified26 Jan, 20255 year(s) or aboveEconomics,Finance,Financial Markets,Caia,Fixed Income,Presentation SkillsNoNo
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Description:

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.
We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.
In Australia, Barings services both institutional and wealth channels, offering strategies across public and private fixed income, real assets and capital solutions. In recent years, the firm has acquired specialist real estate and alternative fixed income businesses, Altis Property Partners and Gryphon Capital Partners, both of which align with Barings’ core values. The business has experienced continued growth within the region, with over 80 staff across offices in Sydney, Brisbane and Melbourne.
Job Summary
Due to expansion, our Australian business is currently seeking a senior executive to assist with the structuring and distribution of our wholesale and retail investment strategies into the local wealth channel. The successful candidate will have responsibility over a national client/prospect base encompassing a range of Independent Financial Advisers (IFAs), wealth management groups, private banks, family offices and Hight Net-Worth (HNW) individuals. The candidate will be based in Melbourne and report to the Head of Australian Wealth Distribution.

Primary Responsibilities

  • Identifying and pursuing business opportunities within the desired channels, fostering long-term relationships with key stakeholders.
  • Conducting regular client meetings, presentations, and seminars to educate and support clients in relation to Barings’ investment offering.
  • Providing tailored investment solutions and superior service to meet the needs of clients and prospects.
  • Collaborating closely with investment teams and other stakeholders to clearly articulate investment strategies and value propositions effectively.
  • Ongoing monitoring of market trends and competitor activities to identify potential distribution opportunities.
  • Assisting with the management of national roadshows, industry convention engagement or similar events.
  • Domestic or international travel as necessary.

Qualifications

  • Proven experience (5+ years) in a similar role, with a track record of successfully meeting sales targets.
  • Strong understanding of investment products, financial markets and portfolio construction concepts. A deep knowledge of public and private Fixed Income, and Real Estate asset classes is preferred.
  • Exceptional communication and presentation skills, with the ability to articulate complex investment concepts clearly and effectively.
  • Strategic thinker with a proactive and organised approach to business development and client relationship management.
  • Bachelor’s degree in finance, economics, or a related field. Postgraduate qualifications such as a CFA, CAIA, MBA or Master’s degree preferred.
  • RG146 compliant

If you excel in achieving outstanding client outcomes and thrive in a results-driven culture, we welcome your application.

LI-GA1

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply

Responsibilities:

  • Identifying and pursuing business opportunities within the desired channels, fostering long-term relationships with key stakeholders.
  • Conducting regular client meetings, presentations, and seminars to educate and support clients in relation to Barings’ investment offering.
  • Providing tailored investment solutions and superior service to meet the needs of clients and prospects.
  • Collaborating closely with investment teams and other stakeholders to clearly articulate investment strategies and value propositions effectively.
  • Ongoing monitoring of market trends and competitor activities to identify potential distribution opportunities.
  • Assisting with the management of national roadshows, industry convention engagement or similar events.
  • Domestic or international travel as necessary


REQUIREMENT SUMMARY

Min:5.0Max:10.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

MBA

Proficient

1

Melbourne VIC, Australia